HomeMy WebLinkAbout10-02-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
":('nc<.....=~('Of:'DtHERITANCE TAX
r':APPR~~Ef:tt ",~~1.~tJNANCE OR DISALLOWANCE
RE~j~~T-I_ L~D ASSESSHENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
"oor: arT - 2 PI"112: 3 5DATE
L 0 v ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-25-2006
MCALLISTER
04-20-2004
21 05-1093
CUMBERLAND
101
APPEAL DATE: 11-24-2006
( See reverse side under Objections)
A_aunt R..ittedl ,
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE" PA 17013
CUT ALONG THIS LINE -. RETAIN LOWER PORTION FOR YOUR RECORDS 4-
iiv:is47-ii-AFP-ioi:osi-NOTIci-oF-INHiiITANci-TAi-APPRAIiiMiNT:-ALLowANci-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JEAN E FILE NO. 21 05-1093 ACN 101
I~ an assess.ent was issued previously, lines 14, IS and/or 16, 17, 18 and
re~lect ~igures that include the tatal of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.uunt of Lin. 14 at SpoUsal rate (15)
16. A~t of Lin. 14 taxable at Lineal/Class A rate (16)
17. AIIount of Une 14 at Sibling rate (17)
18. A.ount of Lin. 14 taxable .t Collateral/Class B rate (18)
19. Principal Tax Due
MAX E MCALLISTER
709 FLORENCE CIR
MECHANICSBURG
.....' ERI/ (',e
LL _ -11\ \,,1
Or"'lp' ',' \\ l'(~ (''11 lOT
CU;'!~iC:~~:"~ 0 u'r:~): I
PA 17050
ESTATE OF MCALLISTER
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partn.rship Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cesh/Bank Deposlts/Hlsc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Trensfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cheritable/Sovern.ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
+
INTEREST/PEN PAID (-)
15.43-
DATE
08-10-2006
NUHBER
CD007091
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
6.378.87
.00
.00
(8)
'*
REV-1S47 EX AFP (06-0S)
JEAN
E
(9)
(10)
2,,563.13
DATE 09-25-2006
NOTE: To insure proper
credit to your account"
sUbBit the upper portion
of this fonn with your
tax paYll8nt.
6,,378.87
~.1i63 13
31815.74
.00
3,,815.74
19 will
.00
171. 71
.00
.00
171. 71
171. 74
.03CR
.00
.03CR
· IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDlr" (CR)" YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
(Schedule .J)
00
(11)
(12)
(13)
(14)
.00 X
3,,815.74 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
AHOUNT PAID
187.17
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE